Principal Financial Group Portfolio holdings
Principal Financial Group, founded in 1879 as the Bankers Life Association by Edward Temple and headquartered in Des Moines, Iowa, is a global financial services firm specializing in retirement solutions, insurance, and asset management, overseeing more than $709 billion in assets under management as of late 2024. Serving over 62 million customers across individuals, businesses, and institutions, Principal offers 401(k) plans, group insurance (life, disability, dental), annuities, and investment products through its Principal Global Investors arm, with a strong focus on U.S. and international markets like Asia and Latin America. Known for its stability and customer-centric approach, the publicly traded company (NASDAQ: PFG) under CEO Dan Houston has expanded through acquisitions like Wells Fargo’s retirement business in 2019, emphasizing long-term financial security. With a workforce of over 19,000 and a legacy of resilience, Principal remains a trusted name in retirement and wealth management.
Top Buys
| 1 |
CoStar Group
CSGP
|
+$466M |
| 2 |
Broadstone Net Lease
BNL
|
+$266M |
| 3 |
Tyler Technologies
TYL
|
+$250M |
| 4 |
Marriott Vacations Worldwide
VAC
|
+$229M |
| 5 |
Equinix
EQIX
|
+$187M |
Top Sells
| 1 |
Motorola Solutions
MSI
|
+$335M |
| 2 |
INFO
IHS Markit Ltd. Common Shares
INFO
|
+$318M |
| 3 |
Prologis
PLD
|
+$309M |
| 4 |
Gartner
IT
|
+$290M |
| 5 |
CBRE Group
CBRE
|
+$214M |
Sector Composition
| 1 | Technology | 18.71% |
| 2 | Real Estate | 16% |
| 3 | Financials | 14.9% |
| 4 | Consumer Discretionary | 12.38% |
| 5 | Industrials | 9.22% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
951
InterDigital
IDCC
$7.7B
| $20.6M | 0.01% |
282,127
+145,034
| +106% | +$10.6M |
|
952
Fortune Brands Innovations
FBIN
$7.05B
| $20.6M | 0.01% |
241,981
+9,342
| +4% | +$795K |
|
953
United Airlines
UAL
$34.8B
| $20.6M | 0.01% |
393,492
+10,845
| +3% | +$567K |
|
954
Navient
NAVI
$1.29B
| $20.6M | 0.01% |
1,064,341
-7,130
| -0.7% | -$138K |
|
955
Maravai LifeSciences
MRVI
$376M
| $20.6M | 0.01% |
492,932
+486,275
| +7,305% | +$20.3M |
|
956
Insmed
INSM
$30.8B
| $20.5M | 0.01% |
721,792
+165,213
| +30% | +$4.7M |
|
957
Old National Bancorp
ONB
$8.81B
| $20.5M | 0.01% |
1,166,100
+10,683
| +0.9% | +$188K |
|
958
Trinseo
TSE
$81.6M
| $20.5M | 0.01% |
342,997
+40,292
| +13% | +$2.41M |
|
|
CCMP
959
DELISTED
CMC Materials, Inc. Common Stock
CCMP
| $20.5M | 0.01% |
135,677
+22,760
| +20% | +$3.43M |
|
960
NetEase
NTES
$92.3B
| $20.4M | 0.01% |
176,853
+64,330
| +57% | +$7.41M |
|
|
ACCD
961
DELISTED
Accolade, Inc. Common Stock
ACCD
| $20.3M | 0.01% |
374,561
+94,069
| +34% | +$5.11M |
|
962
Kellanova
K
$27.5B
| $20.3M | 0.01% |
336,479
+3,877
| +1% | +$234K |
|
963
CF Industries
CF
$14.1B
| $20.2M | 0.01% |
392,817
+605
| +0.2% | +$31.1K |
|
964
First Interstate BancSystem
FIBK
$3.37B
| $20.2M | 0.01% |
482,253
+21,614
| +5% | +$904K |
|
965
Sealed Air
SEE
$4.83B
| $20.1M | 0.01% |
339,706
-20,173
| -6% | -$1.2M |
|
966
Edgewell Personal Care
EPC
$1.01B
| $20.1M | 0.01% |
458,239
+28,690
| +7% | +$1.26M |
|
|
RVNC
967
DELISTED
Revance Therapeutics, Inc.
RVNC
| $20.1M | 0.01% |
678,631
+130,338
| +24% | +$3.86M |
|
968
Levi Strauss
LEVI
$8.59B
| $20.1M | 0.01% |
724,920
+589,332
| +435% | +$16.3M |
|
969
AMC Networks
AMCX
$328M
| $20.1M | 0.01% |
300,441
+34,777
| +13% | +$2.32M |
|
970
e.l.f. Beauty
ELF
$7.63B
| $20.1M | 0.01% |
739,429
-188,914
| -20% | -$5.13M |
|
971
Avient
AVNT
$3.34B
| $20M | 0.01% |
407,362
+36,167
| +10% | +$1.78M |
|
972
FormFactor
FORM
$2.27B
| $20M | 0.01% |
549,117
-1,737
| -0.3% | -$63.3K |
|
973
Allegiant Air
ALGT
$1.16B
| $20M | 0.01% |
103,187
-79,112
| -43% | -$15.3M |
|
974
Modine Manufacturing
MOD
$7.95B
| $20M | 0.01% |
1,206,195
+237,497
| +25% | +$3.94M |
|
975
Exelixis
EXEL
$10.1B
| $20M | 0.01% |
1,097,233
+20,130
| +2% | +$367K |
|